How to Automate Ignition with the Rest of Your Accounting Tech Stack

Automating your workflows can save time and increase efficiency. If you're looking to integrate and automate Ignition within your firm's workflows, you're in the right place. Ignition is a powerful tool that streamlines processes like proposal acceptance, engagement letter management, and pricing adjustments. But did you know you can take it even further with custom integrations through STRMS?

Why We Love Ignition

 Ignition offers a robust platform that inherently saves time and enhances connectivity. Here are a few reasons why we love Ignition:

• Proposal and Engagement Automation: Easily automate the acceptance and sending of proposals and engagement letters.
• Pricing Management: Seamlessly adjust pricing and manage upsells.
• QuickBooks Integration: Simplify reconciliation and save time with direct connectivity.
• Workflow Integration: Automatically create tasks in workflow management solutions like Carbon when a proposal is accepted.
  

Taking Automation to the Next Level

While Ignition's native features are impressive, you might want more tailored solutions for your firm's specific needs. For instance, you may want to handle pricing changes or upsells without creating new workflow tasks in apps like Karbon, Financial Cents, TaxDome, Asana, or ClickUp. This is where custom integrations come into play.

Custom Integrations with STRMS

Ignition currently connects with Zapier, a popular tool for DIY automation. However, for more advanced needs, STRMS can build custom API integrations tailored to your firm's requirements.

Here’s how it works:

1. Connect Ignition to Zapier: Initially, we link your Ignition account to Zapier to receive data.
2. Build Custom API Integrations: We develop custom API integrations to other apps you use. This can include:

• Sending Slack messages to your onboarding team upon proposal acceptance, ensuring Ignition seamlessly notifies relevant members to kickstart the onboarding process efficiently.
• Creating custom tasks in Karbon or other workflow management solutions for both new and existing clients, with Ignition automatically generating task lists tailored to each client's unique needs.
• Syncing invoices straight into Quickbooks or Xero, utilizing Ignition's integration capabilities to streamline your accounting processes and maintain accurate financial records.
• Creating tasks within Asana after proposal acceptance, leveraging Ignition to automatically set up project tasks and timelines, keeping your team organized and on track.

These custom integrations can optimize your workflow significantly, making your processes smoother and more efficient. Here's a blog we wrote on how you can get started with automating your firm in 5 simple steps.

Benefits of Custom Integrations

Custom integrations offer numerous benefits, including:

• Enhanced Efficiency: Automate repetitive tasks, freeing up time for more strategic activities.
• Improved Accuracy: Reduce the risk of errors associated with manual data entry and task creation.
• Scalability: Easily scale your operations as your firm grows without overhauling your existing systems.